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Insights
Trending topics
See what firms are focused on right now, from AI adoption and talent to the strategies shaping the firm of the future.
Turning nexus studies into consistent advisory revenue
Sales tax exposure can build quietly as clients grow, expand into new markets and add new sales channels. This white paper explores how client…
Tech discussion: Navigating AI-driven transformation
CPA.com’s Erik Asgeirsson sat down with Withum’s Jim Bourke and CBIZ’s Peter Scavuzzo for a tech discussion on emerging AI capabilities, accelerating transformation and…
How Sage Intacct helped Forvis Mazars cut AP entry in half
Every CAS practice hits the same wall. Clients outgrow QuickBooks. Reports get rebuilt by hand in Excel. Your team spends its days keying in…
Standout AI: The Governance Playbook for Agentic CAS
Most CAS firms have moved past asking whether to use AI. The real gap now is between firms still prompting tools one task at…
Safe Harbor 401(k)s in 2026: Practical Planning Strategies for CPAs Before Year-End
This webinar equips CPAs and accounting professionals to understand and discuss Safe Harbor 401(k) plans as both a valuable retirement benefit for their own…
Build Your Retirement Advisory Through Trust & Loyalty
Join us as Zach Keep, a Compliance Risk Manager at Paychex, reviews the latest regulatory changes and developments in retirement planning, focusing on Secure…




